1. University of the Incarnate Word Faculty led Study Abroad Best Practices

2. Outline Administrative  Time line  Finance  Budget Construction  Account Set-up Comptroller  Managing Funds  Visa  Insurance  Travel  Health  S.T.E.P. Academic Planning  Course  Course Content  Student Expectations  Academic based excursions and activities  Professor Support  Contingency Plan

3. Administrative

4. Time line One year is the average time frame required to implement a successful faculty-led study abroad program. Courses will need to be implemented in the course schedule about 8 months ahead of time. For a detailed suggested time line please visit the Study Abroad Website titled “Planning Faculty-led Study Abroad”Planning Faculty-led Study Abroad

5. Finance Cost is the #1 question by your students

6. Budget Construction Airfare – Dr. Lydia Andrade’s Advice: “In order to get the best airfare you need to purchase tickets ahead of time – but you must have collected enough money from the students to pay for the tickets. For example, May travel means March purchase. If students do not begin to make payments until Jan this could be difficult”. Housing accommodations Land transportation Scheduled and non-scheduled activities Passport & Visa Fees (if applicable)

7. Budget Construction, cont. Cost estimations should include both scheduled and non-scheduled activities – Scheduled activities include: Entrance to museums Other required activities – Optional activities include: Souvenirs Snacks (i.e. Gelato!)

8. Program Account Set-Up Faculty are encouraged to visit with the UIW Accountant, Ms. Amy DeAtley, to create an account allowing students to begin to make payments PRIOR to the semester of travel. Contact: Amy DeAtley Administration Building 175 CPO #315 Accountant/Comptroller 210-283-6339 amoczyge@uiwtx.edu

9. Managing Funds Faculty are responsible for making sure students know the deadlines and managing student’s deposits. Dr. Lydia Andrade's Advice: “I suggest that info. is given out in the information sessions, making the payments for land and hotel costs, etc.”

10. Managing Funds, Cont. Faculty should build into their budget costs such as tips, etc. that they will need to make on behalf of the group. Faculty will need to carry these funds with them for the group. Dr. Lydia Andrade's Advice: “If you put all the funds into an account and expect to use a debit card you will need to factor in int’l transaction fees.”

11. Visa Students need to be told – starting at the 1 st information session – to get a passport. International students who wish to participate in faculty led study abroad programs must visit the UIW International Student and Scholar Services Office to verify current passport and visa travel arrangements. If VISAs are required, UIW uses a visa service for which there is a fee. This should be included in the budget.

12. Visa, cont. To apply for the VISAs each traveler will need to fill out the application. Dr. Lydia Andrade's Advice: “Some applications are counter-intuitive and I HIGHLY suggest that you have the class fill them out together as a group. Once they are sent to the visa service the entire group’s applications will be held up if even a single one has a mistake. You cannot purchase airfare until everyone has a visa. Each visa application requires a passport. So you must have students start very early”.

13. Insurance UIW requires all university sponsored international programs to purchase travel and health insurance. UIW travel agent, Gail Genther, will provide the quote and purchase international travel insurance on behalf of the faculty. UIW Accountant, Amy DeAtley, will provide pricing and purchase international health insurance on faculty’s behalf through Cultural Insurance Services International (CISI).

14. Insurance, Cont. Faculty who travel, within a 90 day period and under an official university capacity, are automatically covered under the UIW International Workers' Compensation Insurance policy. Faculty may download the International Health Insurance Card and information via the Study Abroad Website titled Forms for “Faculty-Led Study Abroad” and/or “Downloadable documents.”Faculty-Led Study AbroadDownloadable documents As with any medical issue or emergency experienced while performing official university duties, the UIW Human Resource Department must be notified of the incident. Please contact the UIW Human Resource Department for additional information. UIW Human Resource DepartmentUIW Human Resource Department

15. What is STEP? The Smart Traveler Enrollment Program (STEP) is a free service to allow U.S. citizens and nationals traveling abroad to enroll their trip with the nearest U.S. Embassy or Consulate.Smart Traveler Enrollment Program (STEP) Benefits of Enrolling in STEP – Receive important information from the Embassy about safety conditions in your destination country, helping you make informed decisions about your travel plans. – Help the U.S. Embassy contact you in an emergency, whether natural disaster, civil unrest, or family emergency. – Help family and friends get in touch with you in an emergency.

16. ACADEMIC

17. Course In order to implement the course in the academic schedule faculty will need to know the dates and costs about 8 months ahead of time. Information required in the academic schedule includes: – signature required – study abroad course – dates of travel – course fee NOTE: This information is key as it helps to prevent students accidentally registering for the course without realizing it is a travel course. It also means that each student has to see the faculty to register so you can keep track of who has registered, paid deposits etc.

18. Course Content It is required that the course content, objectives, and outcomes are directly related to the location, excursions, and activities of the faculty-led program. Student’s projected outcomes shall have a direct link between course content and the travel portion of the academic program.

19. Student Expectations From the beginning, faculty should be openly discussing with students the academic and behavioral expectations. Dr. Lydia Andrade’s Advice: “In planning activities – do not give students too much down time. They will simply find things to do that you may not want to deal with”.

20. Academic Based Excursions and Activities Excursions should be listed, detailed, and accessible to all students from the start of promoting the program. – State disclaimers related to rescheduling excursions due to weather, unexpected closures, etc. Before departure, confirm all excursions, making certain one considers host country holidays and special events.

21. Professor Support It is highly encouraged to have multiple instructors and/or use a tour company that provides tour guides who stay with the group at all times. If one student has an issue which requires faculty attention, the other group leaders can continue with the remaining members of the group.

22. Contingency Plan It is required that faculty, in collaboration with their dean, designate an alternate faculty member or members to travel to the location for the purpose of supporting or relieving the faculty leader of their duties in case of an emergency. Alternate faculty will need to be ready to travel (i.e., hold a current passport with at least one year before expiration, obtain the required visa, minimal family obligations, etc.).

23. Tip Mobile Phone: – Faculty will need to have a cell phone with them on the trip and available for families to contact in an emergency. The costs associated with this phone should be included in their budget.

24. Contact Information Javier Lozano, Ph.D. Director, Sister School Partnerships 847 East Hildebrand San Antonio, TX. 78212 210-805-3015 lozano@uiwtx.edu Alanna Taylor Study Abroad Coordinator 847 East Hildebrand 210-829-5709 Avtaylor@uiwtx.edu

25. Contact Information, Cont. UIW Travel Agent Gail W Genthner CTP/Rennert Travel CTP/A Branch of TZELL TRAVEL GROUP 613 NW Loop 410, STE 400 San Antonio, TX 78216 E-mail: gail@ggenthner.comgail@ggenthner.com Direct: 972-292-1913 Fax: 972-292-2104 Cell: 573-382-0295 UIW Comptroller Amy DeAtley Administration Building 175 CPO #315 Accountant/Comptroller 210-283-6339 amoczyge@uiwtx.edu

26. Contact Information, Cont. UIW Student & Scholar Services Office Jose F. Martinez, Jr., PDSO, RO Director, International Student & Scholar Services jfmartin@uiwtx.edu 210-805-5705 Sheena Connell Assistant Director Int’l Student & Scholar Service International Conference Center (ICC) sconnell@uiwtx.edu 210-805-3021 Main Address: International Conference Center (ICC) 847 E. Hildebrand Ste 200 San Antonio, TX 78212 CPO 31 Main Office Phone: 210-805-5705

27. UIW Thanks Dr. Sara Jackson Associate Professor of International Business Faculty-led Programs: – Mexico City: Fall 2014 – Heidelberg, Germany: Spring 2014 – Calgary, Alberta, Canada: Fall 2013 – Shanghai, Wuxi, & Beijing, China: Spring 2013 – Mexico City, Mexico: Fall 2012 – Berlin, Dresden & Leipzig, Germany: Spring 2012 – Panama City, Panama (US Trade Mission): Fall 2011 – Zweibruecken, Germany: Spring 2011 – Madrid, Spain (San Antonio Export Leaders Trade Mission) : Fall 2010 – Zweibruecken, Germany: Spring 2010 – Mexico City, Mexico: Fall 2009 – Shanghai, Xian, & Beijing, China: Spring 2009 – Zweibruecken, Germany: Spring 2008 – Regensburg, Germany: Spring 2007 – Regensburg, Germany: Spring 2006 – European Union: Spring 2005 – Moscow & St. Petersburg, Russia & Berlin, Germany: Spring 2004 – London, England: Spring 2003 – Monterrey, Mexico: Fall 2002, 2003, 2004, 2005, 2006, 2007, 2008

28. UIW Thanks Dr. Lydia Andrade Professor of Political Science Faculty-led Programs: ‒India: Spring 2014 ‒India: Spring 2013 ‒India: Spring 2011 ‒The Netherlands: Spring 2010 ‒Mexico, Monterrey: Fall 2009 ‒China, Guangzhou: Spring 2008

29. UIW Thanks Mr. JT Norris Associate Professor of Accounting Faculty-led Program: ‒Korea, Gwangju: Summer 2011 Founder of the UIW Scuba Club

30. Reviewed and Endorsed by Dr. Lydia Andrade, Professor of Political Science Dr. Sara Jackson, Associate Professor of International Business Mr. JT Norris, Associate Professor of Accounting